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Invesco Actively Managed Etf shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Invesco Actively Managed Etf (ICLO) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Invesco Actively Managed Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managed Etf held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managed Etf by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 95k 25.61
2025-06-30 $2.2M 86k 25.56
2025-03-31 $523k 21k 25.49

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Invesco Actively Managed Etf

LPL Financial
Bank of New York Mellon
Invesco
AE Wealth Management
Brookstone Capital Management
Modern Wealth Management
Kingsview Wealth Management
Private Advisor
Flagship Harbor Advisors
Rooted Wealth Advisors
Wealth Enhancement Advisory Services
Elm3 Financial Group
B.O.S.S. Retirement Advisors
Ashton Thomas Securities
Garden State Investment Advisory Services

View all funds holding Invesco Actively Managed Etf